Permission Sets Mapping to Profiles

Prior to Accounting V13, user access was controlled with profiles. Five predefined custom user profiles were shipped with Accounting and updated each release. From Accounting V13 onwards, user access is now controlled with permission sets. The tables below indicate which permission sets correspond to the user access that was previously made available through these user profiles.

Certinia Accountant

Profile

Permission Sets

Certinia Accountant Accounting
  Accounting and Billing

Certinia Payables Clerk

Profile

Permission Sets

Certinia Payables Clerk Accounting - Aged Analysis Definition - Read Access
  Accounting - Aged Analysis Reports
  Accounting - Bank Account - Read Access
  Accounting - Budget and Balance
  Accounting - Cash Entry - Read Access
  Accounting - Intersect Definition - Read Access
  Accounting - Payable Credit Note
  Accounting - Payable Invoice
  Accounting - Selection Definition - Read Access
  Accounting and Billing - Account
  Accounting and Billing - Accounting Currencies - Read Access
  Accounting and Billing - Company - Read Access
  Accounting and Billing - Dimension1 - Read Access
  Accounting and Billing - Dimension2 - Read Access
  Accounting and Billing - Dimension3 - Read Access
  Accounting and Billing - Dimension4 - Read Access
  Accounting and Billing - General Ledger Accounts - Read Access
  Accounting and Billing - Help
  Accounting and Billing - Journal - Read Access
  Accounting and Billing - Sales Credit Note - Read Access
  Accounting and Billing - Sales Invoice - Read Access
  Accounting and Billing - Select Company
  Accounting and Billing - Tax Code - Avalara Payable
  Accounting and Billing - Tax Code - Read Access
  Accounting and Billing - Transactions
 

Accounting and Billing - Year -

Read Access

Certinia Sales Invoicing Clerk

Profile

Permission Sets

Certinia Sales Invoicing Clerk Accounting - Aged Analysis Definition - Read Access
  Accounting - Aged Analysis Reports
  Accounting - Bank Account - Read Access
  Accounting - Budget and Balance
  Accounting - Cash Entry - Read Access
  Accounting - Intersect Definition - Read Access
  Accounting - Mass Email
  Accounting - Payable Credit Note - Read Access
  Accounting - Payable Invoice - Read Access
  Accounting - Selection Definition - Read Access
  Accounting and Billing - Account
  Accounting and Billing - Accounting Currencies - Read Access
  Accounting and Billing - As of Aging
  Accounting and Billing - Company - Read Access
  Accounting and Billing - Dimension1
  Accounting and Billing - Dimension2
  Accounting and Billing - Dimension3
  Accounting and Billing - Dimension4
  Accounting and Billing - General Ledger Accounts - Read Access
  Accounting and Billing - Help
  Accounting and Billing - Integration Rule - Read Access
  Accounting and Billing - Journal
  Accounting and Billing - Opportunity
  Accounting and Billing - Print Formatter
  Accounting and Billing - Run Integration Rule - Sales Invoice
  Accounting and Billing - Sales Credit Note
  Accounting and Billing - Sales Invoice
  Accounting and Billing - Select Company
  Accounting and Billing - Tax Code - Avalara
  Accounting and Billing - Tax Code - Read Access
  Accounting and Billing - Transactions
  Accounting and Billing - Year - Read Access

Certinia Cash Entry Clerk

Profile

Permission Sets

Certinia Cash Entry Clerk Accounting - Aged Analysis Definition - Read Access
  Accounting - Aged Analysis Reports
  Accounting - Background Matching
  Accounting - Bank Account - Bank Statement Definition
  Accounting - Bank Account - Read Access
  Accounting - Bank Reconciliation - Delete
  Accounting - Bank Statement
  Accounting - Budget and Balance
  Accounting - Cash Entry
  Accounting - Cash Matching
  Accounting - Intersect Definition - Read Access
  Accounting - Payable Credit Note - Read Access
  Accounting - Payable Invoice - Read Access
  Accounting - Payment
  Accounting - Payment Selection
  Accounting - Payment Template - Read Access
  Accounting - Selection Definition - Read Access
  Accounting and Billing - Account
  Accounting and Billing - Accounting Currencies - Read Access
  Accounting and Billing - Company - Read Access
  Accounting and Billing - Dimension1
  Accounting and Billing - Dimension2
  Accounting and Billing - Dimension3
  Accounting and Billing - Dimension4
  Accounting and Billing - General Ledger Accounts - Read Access
  Accounting and Billing - Help
  Accounting and Billing - Integration Rule - Read Access
  Accounting and Billing - Journal
  Accounting and Billing - Run Integration Rule - Cash Entry
  Accounting and Billing - Sales Credit Note - Read Access
  Accounting and Billing - Sales Invoice - Read Access
  Accounting and Billing - Select Company
  Accounting and Billing - Transactions
  Accounting and Billing - Year - Read Access

Certinia Read Only

Profile

Permission Sets

Certinia Read Only Accounting and Billing Read Access
  Accounting Read Access

System Administrator

The following permission sets equate to system administrator privileges for Accounting.

Permission Sets

Accounting
Accounting and Billing
Accounting and Billing API
Accounting and Billing Read Access
Data Archiving